Corient Private Wealth’s Triumph Financial Inc TFIN Stock Holding History

Corient Private Wealth’s Portfolio TFIN Stock Details TFIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$230K	Buy	+3,013	New	+$205K	﹤0.01%	2729
2025 Q3	–	Sell	-5,281	Closed	-$291K	–	2679
2025 Q2	$291K	Sell	5,281 -653	-11%	-$36.4K	﹤0.01%	2008
2025 Q1	$343K	Sell	5,934 -12	-0.2%	-$875	﹤0.01%	1786
2024 Q4	$540K	Sell	5,946 -3	-0.1%	-$279	﹤0.01%	1576
2024 Q3	$473K	Buy	+5,949	New	+$497K	﹤0.01%	1767

Other funds holding TFIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Corient Private Wealth's TFIN Position: Q2 2026 in Review

Corient Private Wealth opened a new position in Triumph Financial Inc (TFIN) in Q2 2026: 3,013 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #2729 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in TFIN as recently as Q2 2025.

Corient Private Wealth first reported a position in TFIN in Q3 2024 and has held it in 5 quarters since. The position peaked at $540K in Q4 2024. 231 funds tracked by Wall St. Rank hold TFIN as of Q2 2026.

Corient Private Wealth held 3,013 shares of Triumph Financial Inc worth $230K as of Q2 2026.
Triumph Financial Inc was a new Corient Private Wealth position in Q2 2026.
Triumph Financial Inc made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2729 holding.
Corient Private Wealth first reported a position in Triumph Financial Inc in Q3 2024 and has held it in 5 quarters since.
Corient Private Wealth's Triumph Financial Inc position peaked at $540K in Q4 2024.
231 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.